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Showing 21 - 30 of 1714 results for "Register"

Iress sharpens tech integration to reduce adviser admin burden

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
... previously manual, while ensuring data stays perfectly synced between both systems at all times." BillWill is a living register that sits between a client's legal will and their financial plan, capturing the financial, practical and personal detail ...

FEATURE | Managed accounts | Industrialising advice

RIDDHIMA TALWANI  |  MONDAY, 31 AUG 2026
Consider a situation where a financial adviser believes an investment is no longer suitable for their clients. Perhaps a fund manager is underperforming or a stock held directly by clients needs to be sold. In the past, advisers would often have to ...

AFCA moves to reinstate APT Strategy, opens doors for victims

KARREN VERGARA  |  THURSDAY, 27 AUG 2026
... liquidation, is once again a member for a period of 12 months. This follows the Supreme Court of Queensland directing ASIC to re-register APT Strategy on July 2. APT Strategy provided advice in relation to managed investment schemes (MISs). ASIC estimates ...

Bathla collapse rattles private credit

RIDDHIMA TALWANI  |  WEDNESDAY, 26 AUG 2026
Property developer Bathla Group went into voluntary administration yesterday, raising fears that investors will pull back from private credit funds exposed to the sector. In response, MA Financial has introduced a temporary monthly redemption limit ...

Zurich completes ClearView takeover

VINNY VUCAGO  |  FRIDAY, 21 AUG 2026
Zurich Financial Services Australia has completed its acquisition of ClearView Wealth, with the insurer now the registered holder of all ClearView shares. The scheme of arrangement was approved by ClearView shareholders on 27 July 2026 and by the Supreme ...

JPMAM expands private equity strategy to wealth clients

RIDDHIMA TALWANI  |  TUESDAY, 18 AUG 2026
J.P. Morgan Asset Management (JPMAM) has launched the JPMorgan Private Markets Fund (JPMF) in Australia, in a bid to bring its institutional-grade private equity strategy to private wealth clients. JPMF is a diversified, multi-manager private equity ...

ASIC warns investors over Yepbit platform

VINNY VUCAGO  |  THURSDAY, 13 AUG 2026
... also noted Yepbit is not registered as Virtual Asset Service Provider listed on AUSTRAC's Virtual Asset Service Provider Register (VASPR). The warning comes as ASIC continues to target investment scams and unlicensed operators, with the regulator urging ...

Treasury opens consult on TPB sanctions framework

ELIZA BAVIN  |  TUESDAY, 4 AUG 2026
... Practitioners Board (TPB). The draft regulations would require the TPB to publish information about sanctions on the public register. This would apply when a tax practitioner's registration is suspended or terminated; an unregistered tax practitioner ...

Chiodo in ASIC's crosshairs again

KARREN VERGARA  |  TUESDAY, 4 AUG 2026
ASIC is taking further action on Paul Chiodo, this time for spruiking another property investment that raised $1.54 million from five SMSF investors. ASIC is seeking orders from the Federal Court to restrain Royce Capital Investments Royce (Australia) ...

ASIC simplifies compliance with beneficial ownership reforms

RIDDHIMA TALWANI  |  THURSDAY, 30 JUL 2026
ASIC has simplified compliance with its beneficial ownership reforms that will improve transparency about who ultimately owns, controls or has significant economic exposure to listed entities in Australia. From December 4, entities listed on Australian ...